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| Schuylkill
Financial was founded on the basis of having a positive
impact on people’s lives through investment and financial
planning. Both Chris and Jason were attracted to the
opportunity to bring sophisticated planning techniques to
busy individuals who lack the time to do it themselves. Between
Chris and Jason, there are 21 years of banking and Wall Street
experience. Client portfolios are crafted using their
combined expertise in market research, Individual Retirement
Accounts, wealth management, college planning and estate planning. |
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Chris
Makosch began his career at Meridian Asset Management
and has since held bank management positions at Commonwealth
Bank and Citizens Bank. He has extensive experience
working with small to medium sized businesses on issues including
cash flow, lending, deposit services, and planning. Chris
was born and raised in Berks County, Pennsylvania giving him
many ties to the local community. Chris has a Bachelors of
Science degree in Accounting from the Pennsylvania State University,
a Masters degree from American College and is a Certified
Financial Planner. He resides in Wyomissing, PA with
his wife Kim and their two children. |
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Jason
Lazurick is originally from the Lehigh Valley,
Pennsylvania area and graduated from the Pennsylvania State
University with a Bachelors of Science degree in Chemical
Engineering. After many years in the engineering world,
Jason pursued his Masters of Business Administration degree
while working at Lucent Technologies in Reading. After
graduating from Lehigh University with an MBA in Finance,
he joined Barclays Capital in New York City. The opportunity
to help individuals invest appropriately and plan for the
future has always been an interest of Jason’s. This
need to help drew him to the wealth management and financial
services world. He currently resides in Exton, PA
with his wife Danielle.
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